{"id":8696,"date":"2021-06-09T19:53:23","date_gmt":"2021-06-09T12:53:23","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&#038;p=8696"},"modified":"2021-07-23T10:05:13","modified_gmt":"2021-07-23T03:05:13","slug":"crm-chuyen-doi-che-do-crm","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-chuyen-doi-che-do-crm\/","title":{"rendered":"[CRM] Chuy\u1ec3n \u0111\u1ed5i ch\u1ebf \u0111\u1ed9 CRM"},"content":{"rendered":"<h1>Chuy\u1ec3n \u0111\u1ed5i ch\u1ebf \u0111\u1ed9 CRM<\/h1>\n<p>C\u00f3 hai c\u00e1ch b\u1ea1n c\u00f3 th\u1ec3 l\u00e0m vi\u1ec7c trong Bitrix24 CRM \u2013 c\u00f3 ho\u1eb7c kh\u00f4ng c\u00f3 kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng.<\/p>\n<p>\u0110\u1ecdc th\u00eam v\u1ec1 c\u00e1c ch\u1ebf \u0111\u1ed9 CRM trong b\u00e0i vi\u1ebft \u2013 <a href=\"https:\/\/helpdesk.bitrix24.com\/open\/8590929\/\" rel=\"nofollow noopener\" target=\"_blank\"> Ch\u1ebf \u0111\u1ed9 CRM (\u0111\u01a1n gi\u1ea3n v\u00e0 c\u1ed5 \u0111i\u1ec3n) <\/a>.<\/p>\n<p>B\u1ea1n c\u00f3 th\u1ec3 chuy\u1ec3n \u0111\u1ed5i gi\u1eefa c\u00e1c ch\u1ebf \u0111\u1ed9 n\u00e0y b\u1ea5t k\u1ef3 l\u00fac n\u00e0o.<\/p>\n<h4 id=\"C\u00e1ch_ho\u1ea1t_\u0111\u1ed9ng\">C\u00e1ch ho\u1ea1t \u0111\u1ed9ng<\/h4>\n<p>Theo m\u1eb7c \u0111\u1ecbnh, ch\u1ebf \u0111\u1ed9 CRM \u0110\u01a1n gi\u1ea3n \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng (kh\u00f4ng c\u00f3 kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng). Trong menu ph\u00eda tr\u00ean, ch\u1ec9 c\u00e1c ph\u1ea7n c\u1ea7n thi\u1ebft m\u1edbi \u0111\u01b0\u1ee3c hi\u1ec3n th\u1ecb, c\u00e1c ph\u1ea7n kh\u00e1c s\u1ebd c\u00f3 s\u1eb5n sau khi nh\u1ea5p v\u00e0o n\u00fat <strong> Th\u00eam <\/strong>.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/3cb\/mode2.png\" alt=\"mode2.png\" title=\"\"><\/p>\n<p>B\u1ea1n c\u00f3 th\u1ec3 chuy\u1ec3n \u0111\u1ed5i ch\u1ebf \u0111\u1ed9 CRM trong <strong> Ph\u1ea7n CRM &gt;<\/strong> <strong>Th\u1ecfa thu\u1eadn(Deal)<\/strong><strong> &gt;<\/strong>\u00a0nh\u1ea5p v\u00e0o n\u00fat <strong> b\u00e1nh r\u0103ng c\u01b0a &gt;<\/strong>\u00a0<strong>Ch\u1ebf \u0111\u1ed9 CRM <\/strong>.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/c90\/mode3.png\" alt=\"mode3.png\" title=\"\"><\/p>\n<p>Ch\u1ecdn c\u00e1ch b\u1ea1n mu\u1ed1n l\u00e0m vi\u1ec7c v\u1edbi CRM c\u1ee7a m\u00ecnh. T\u1ea1i \u0111\u00e2y, b\u1ea1n c\u0169ng c\u00f3 th\u1ec3 \u0111\u1ecbnh c\u1ea5u h\u00ecnh ch\u1ebf \u0111\u1ed9 t\u1ea1o th\u1ecfa thu\u1eadn.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/376\/mode4.png\" alt=\"mode4.png\" title=\"\"><\/p>\n<p>Theo m\u1eb7c \u0111\u1ecbnh, Bitrix24 t\u1ea1o th\u1ecfa thu\u1eadn v\u00e0 li\u00ean h\u1ec7 cho m\u1ed7i y\u00eau c\u1ea7u. Ngo\u00e0i ra, b\u1ea1n c\u00f3 th\u1ec3 ch\u1ec9 \u0111\u1ecbnh li\u1ec7u Bitrix24 c\u00f3 c\u1ea7n t\u1ea1o c\u00f4ng ty hay kh\u00f4ng v\u00e0 ch\u1ecdn \u0111\u01b0\u1eddng d\u1eabn cho c\u00e1c giao d\u1ecbch m\u1edbi s\u1ebd \u0111\u01b0\u1ee3c th\u00eam v\u00e0o.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/dc3\/mode5.png\" alt=\"mode5.png\" title=\"\"><\/p>\n<h4 id=\"\u0110i\u1ec1u_g\u00ec_x\u1ea3y_ra_v\u1edbi_kh\u00e1ch_h\u00e0ng_ti\u1ec1m_n\u0103ng_(leads)_khi_chuy\u1ec3n_\u0111\u1ed5i_ch\u1ebf_\u0111\u1ed9_CRM\">\u0110i\u1ec1u g\u00ec x\u1ea3y ra v\u1edbi kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng (leads) khi chuy\u1ec3n \u0111\u1ed5i ch\u1ebf \u0111\u1ed9 CRM<\/h4>\n<p>N\u1ebfu b\u1ea1n l\u00e0m vi\u1ec7c trong CRM c\u1ed5 \u0111i\u1ec3n v\u00e0 chuy\u1ec3n sang CRM \u0111\u01a1n gi\u1ea3n, t\u1ea5t c\u1ea3 c\u00e1c kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111ang m\u1edf s\u1ebd \u0111\u01b0\u1ee3c chuy\u1ec3n \u0111\u1ed5i th\u00e0nh th\u1ecfa thu\u1eadn v\u00e0 kh\u00e1ch h\u00e0ng.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/760\/mode6.png\" alt=\"mode6.png\" title=\"\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Chuy\u1ec3n \u0111\u1ed5i ch\u1ebf \u0111\u1ed9 CRM C\u00f3 hai c\u00e1ch b\u1ea1n c\u00f3 th\u1ec3 l\u00e0m vi\u1ec7c trong Bitrix24 CRM \u2013 c\u00f3 ho\u1eb7c kh\u00f4ng c\u00f3 kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng. \u0110\u1ecdc th\u00eam v\u1ec1 c\u00e1c ch\u1ebf \u0111\u1ed9 CRM trong b\u00e0i vi\u1ebft \u2013 Ch\u1ebf \u0111\u1ed9 CRM (\u0111\u01a1n gi\u1ea3n v\u00e0 c\u1ed5 \u0111i\u1ec3n) . B\u1ea1n c\u00f3 th\u1ec3 chuy\u1ec3n \u0111\u1ed5i gi\u1eefa c\u00e1c ch\u1ebf \u0111\u1ed9 n\u00e0y [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":16424,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"tags":[],"ht_kb_category":[5214],"class_list":["post-8696","ht_kb","type-ht_kb","status-publish","format-standard","has-post-thumbnail","hentry","ht_kb_category-crm"],"_links":{"self":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8696","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/comments?post=8696"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8696\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media\/16424"}],"wp:attachment":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media?parent=8696"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8696"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8696"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}